Oportun Financial Corp
OPRT- Exchange
- Nasdaq
- Industry
- Finance Services
- SEC CIK
- 0001538716
In the last 90 days, Oportun Financial Corp insiders filed 0 open-market purchases and 2 sales; 133 institutions reported holding it in 13F filings for Q2 2026, worth $215.7M in total; no superinvestor holds it.
13F holders, Q3 2025
Institutional positions in Oportun Financial Corp as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 125
- +19 vs. Q2 2025
- Shares held
- 34.1M
- +1.86M (+5.8%) vs. Q2 2025
- Total value
- $210.1M
- −$20.4M (−8.9%) vs. Q2 2025
- New holders
- 31
- 46 more added
- Sold out
- 12
- 28 more reduced
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting OPRT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 133 | $215.7M |
| Q1 2026 | 126 | $161.9M |
| Q4 2025 | 120 | $178.6M |
| Q3 2025 | 125 | $210.1M |
| Q2 2025 | 106 | $230.6M |
| Q1 2025 | 94 | $143.6M |
| Q4 2024 | 76 | $83.5M |
| Q3 2024 | 72 | $59.8M |
| Q2 2024 | 70 | $60.4M |
| Q1 2024 | 76 | $49.3M |
| Q4 2023 | 87 | $81.6M |
| Q3 2023 | 91 | $157.9M |
| Q2 2023 | 92 | $132.4M |
| Q1 2023 | 97 | $88.7M |
| Q4 2022 | 120 | $128.6M |
| Q3 2022 | 116 | $97.7M |
| Q2 2022 | 119 | $191.4M |
| Q1 2022 | 112 | $323.1M |
| Q4 2021 | 98 | $439.9M |
| Q3 2021 | 79 | $516.1M |
| Q2 2021 | 75 | $395.8M |
| Q1 2021 | 77 | $389.9M |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Oportun Financial Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 36 | $0 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 71 | $0 | 0.00% | +71 | New |
| Allworth Financial LP | 6 | $38 | 0.00% | +6 | New |
| CIBC Private Wealth Group, LLC | 20 | $123 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 34 | $210 | 0.00% | +34 | New |
| SBI Securities Co., Ltd. | 54 | $333 | 0.00% | +2+3.8% | Added |
| The PNC Financial Services Group, Inc. | 57 | $352 | 0.00% | +57 | New |
| Kilter Group LLC | 86 | $531 | 0.00% | +86 | New |
| Point72 Europe (London) LLP | 370 | $2.28K | 0.00% | +370 | New |
| FMR LLC | 828 | $5.11K | 0.00% | −430−34.2% | Reduced |
| Quadrant Capital Group LLC | 1,066 | $6.58K | 0.00% | +1,066 | New |
| Amalgamated Bank | 1,143 | $7.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,465 | $9.04K | 0.00% | −14,181−90.6% | Reduced |
| Advisor Group Holdings, Inc. | 1,584 | $9.93K | 0.00% | +1,504+1,880.0% | Added |
| Clearstead Advisors, LLC | 1,903 | $11.7K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 2,091 | $12.9K | 0.00% | +2+0.1% | Added |
| Royal Bank of Canada | 2,095 | $13.0K | 0.00% | −2,522−54.6% | Reduced |
| Quarry LP | 2,294 | $14.2K | 0.00% | +1,040+82.9% | Added |
| Sterling Capital Management LLC | 2,703 | $16.7K | 0.00% | +1,799+199.0% | Added |
| US Bancorp | 2,798 | $17.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,818 | $17.4K | 0.00% | +1,898+206.3% | Added |
| Trust Co of Toledo NA | 3,080 | $19.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,289 | $20.3K | 0.00% | +3,289 | New |
| Ameritas Investment Partners, Inc. | 3,418 | $21.1K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 3,630 | $22.4K | 0.00% | +588+19.3% | Added |
| Simplex Trading, LLC | 7,924 | $48.0K | 0.00% | −64,634−89.1% | Reduced |
| Corsair Capital Management, L.P. | 10,000 | $61.7K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 10,371 | $64.0K | 0.00% | +10,371 | New |
| Police & Firemen's Retirement System of New Jersey | 10,404 | $64.2K | 0.00% | +2,786+36.6% | Added |
| Corton Capital Inc. | 10,610 | $65.5K | 0.16% | −4,085−27.8% | Reduced |
| Manufacturers Life Insurance Company, The | 11,780 | $72.7K | 0.00% | −123−1.0% | Reduced |
| PharVision Advisers, LLC | 12,489 | $77.1K | 0.04% | +12,489 | New |
| Jacobs Levy Equity Management, Inc | 12,810 | $79.0K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 13,000 | $80.2K | 0.01% | +13,000 | New |
| RBF Capital, LLC | 13,106 | $80.9K | 0.00% | −94,454−87.8% | Reduced |
| New York State Common Retirement Fund | 13,500 | $83.3K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 14,000 | $86.4K | 0.01% | +14,000 | New |
| Intech Investment Management LLC | 17,109 | $105.6K | 0.00% | +1,823+11.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 18,198 | $112.3K | 0.00% | −127−0.7% | Reduced |
| SG Americas Securities, LLC | 18,537 | $114.0K | 0.00% | +18,537 | New |
| Federated Hermes, Inc. | 20,312 | $125.3K | 0.00% | −115−0.6% | Reduced |
| HSBC Holdings PLC | 21,333 | $129.3K | 0.00% | −4,845−18.5% | Reduced |
| MetLife Investment Management | 22,206 | $137.0K | 0.00% | +1,645+8.0% | Added |
| Citigroup Inc | 22,437 | $138.4K | 0.00% | +11,199+99.7% | Added |
| Zacks Investment Management | 22,579 | $139.3K | 0.00% | +22,579 | New |
| Price T Rowe Associates Inc | 23,955 | $148.0K | 0.00% | +7,159+42.6% | Added |
| Cerity Partners LLC | 24,264 | $149.7K | 0.00% | 00.0% | Unchanged |
| Heron Bay Capital Management | 24,627 | $151.9K | 0.03% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 25,482 | $157.2K | 0.00% | +10,602+71.3% | Added |
| Wells Fargo & Company | 30,033 | $185.3K | 0.00% | +8,547+39.8% | Added |
| Susquehanna International Group, LLP | 30,265 | $186.7K | 0.00% | −22,804−43.0% | Reduced |
| Voya Investment Management LLC | 32,194 | $198.6K | 0.00% | +32,194 | New |
| Integrated Quantitative Investments LLC | 32,228 | $198.8K | 0.06% | +135+0.4% | Added |
| Campbell & CO Investment Adviser LLC | 32,720 | $201.9K | 0.02% | +32,720 | New |
| Deutsche Bank AG | 35,834 | $221.1K | 0.00% | +35,834 | New |
| Dynamic Technology Lab Private Ltd | 37,809 | $233.0K | 0.04% | +37,809 | New |
| ExodusPoint Capital Management, LP | 39,200 | $241.9K | 0.00% | +39,200 | New |
| Graham Capital Management, L.P. | 41,001 | $253.0K | 0.01% | +24,307+145.6% | Added |
| Trexquant Investment LP | 41,230 | $254.4K | 0.00% | +41,230 | New |
| EntryPoint Capital, LLC | 42,145 | $260.0K | 0.10% | +42,145 | New |
| AQR Capital Management LLC | 42,626 | $263.0K | 0.00% | +42,626 | New |
| Nuveen, LLC | 43,517 | $268.5K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 43,910 | $270.9K | 0.00% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 46,300 | $285.7K | 0.10% | +46,300 | New |
| Bank of America Corp | 48,824 | $301.2K | 0.00% | −69,227−58.6% | Reduced |
| Gsa Capital Partners LLP | 51,233 | $316.0K | 0.03% | −69,211−57.5% | Reduced |
| Rhumbline Advisers | 51,467 | $317.5K | 0.00% | +2,817+5.8% | Added |
| Squarepoint Ops LLC | 52,555 | $324.3K | 0.00% | +25,726+95.9% | Added |
| State of Wisconsin Investment Board | 53,723 | $331.5K | 0.00% | +53,723 | New |
| Quantbot Technologies LP | 54,687 | $337.4K | 0.01% | +54,687 | New |
| PDT Partners, LLC | 55,008 | $339.4K | 0.02% | 00.0% | Unchanged |
| Prudential Financial Inc | 55,395 | $341.8K | 0.00% | +55,395 | New |
| XTX Topco Ltd | 55,776 | $344.1K | 0.02% | +618+1.1% | Added |
| Mackenzie Financial Corp | 56,477 | $348.5K | 0.00% | +5,908+11.7% | Added |
| Martingale Asset Management L P | 59,166 | $365.1K | 0.01% | +31,173+111.4% | Added |
| Principal Financial Group Inc | 63,018 | $388.8K | 0.00% | +63,018 | New |
| Panagora Asset Management Inc | 66,934 | $413.0K | 0.00% | +103+0.2% | Added |
| UBS Group AG | 84,922 | $524.0K | 0.00% | +36,579+75.7% | Added |
| State of Wyoming | 85,488 | $527.5K | 0.06% | −23,887−21.8% | Reduced |
| Bank of New York Mellon Corp | 88,002 | $543.0K | 0.00% | +10,692+13.8% | Added |
| Barclays PLC | 95,971 | $592.1K | 0.00% | +19,177+25.0% | Added |
| Globeflex Capital L P | 102,900 | $634.9K | 0.10% | +21,100+25.8% | Added |
| Invesco Ltd. | 105,447 | $650.6K | 0.00% | −379,045−78.2% | Reduced |
| Jane Street Group, LLC | 106,562 | $657.5K | 0.00% | +106,562 | New |
| Charles Schwab Investment Management Inc | 113,727 | $701.7K | 0.00% | +13,788+13.8% | Added |
| EMG Holdings, L.P. | 139,172 | $858.7K | 0.92% | 00.0% | Unchanged |
| Jump Financial, LLC | 146,000 | $900.8K | 0.01% | −16,643−10.2% | Reduced |
| CWM Advisors, LLC | 150,441 | $928.2K | 0.09% | +150,441 | New |
| Empowered Funds, LLC | 154,684 | $954.4K | 0.01% | +17,973+13.1% | Added |
| Kennedy Capital Management, Inc. | 176,971 | $1.09M | 0.02% | −53,243−23.1% | Reduced |
| American Century Companies Inc | 179,778 | $1.11M | 0.00% | +107,371+148.3% | Added |
| Winton Group Ltd | 180,780 | $1.12M | 0.04% | +57,084+46.1% | Added |
| Cubist Systematic Strategies, LLC | 186,246 | $1.15M | 0.02% | +90,327+94.2% | Added |
| Segall Bryant & Hamill, LLC | 193,687 | $1.20M | 0.02% | +193,687 | New |
| Berger Financial Group, Inc | 196,543 | $1.21M | 0.07% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 208,179 | $1.28M | 0.00% | −139,621−40.1% | Reduced |
| BNP Paribas Arbitrage, SA | 211,750 | $1.31M | 0.00% | +122,464+137.2% | Added |
| JPMorgan Chase & Co | 220,241 | $1.36M | 0.00% | −28,083−11.3% | Reduced |
| Goldman Sachs Group Inc | 262,181 | $1.62M | 0.00% | +100,661+62.3% | Added |
| Bridgeway Capital Management, LLC | 280,884 | $1.73M | 0.04% | +17,973+6.8% | Added |